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Overview

In this section, you will find information about the confidentiality settings of a visit report and optional actions you can create from a visit report. The 'report wizard' is a functionality allowing to create and link records to a visit report, such as competitive insights, cross-bu leads, follow-up tasks and activities.

 

 

Concerned profiles:

     All except Strategic Marketing


Table of content

 

Step By Step

Confidentiality

A visit report can have different levels of confidentiality
•Shared : All CRM users will have visibility on your Visit report
•GBU Restricted: Your visit report will be restricted to your GBU CRM users
•Solvay Contacts restricted: Your visit report is limited to the “Solvay Contacts” identified in the visit report

Create following actions from a Visit Report

David wants to create a Cross BU Lead and a task related to his visit report. Is there an easy way? Of course! A quick process is in place to quickly create records from the Visit Report. Let’s see what it is.
David opens the Visit Report and clicks on the button Report Wizard
David selects the record he wants to create and clicks on Next
David is now on the Competitive Insight edit page where he enters the needed information and then clicks on Next
David is now on the Cross BU Lead edit page where he enters the needed information and then clicks on Next
David is now on the Task edit page where he enters the needed information and then clicks on Next.
Done! David successfully created some records related to the Visit Report. In the related list, he can consult the records created

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